Karl Holmes, GM of Disney+ EMEA, reported 80% ad revenue growth in the U.K. and a 25% increase in the EMEA customer base since early 2025. He highlighted the success of the ad-supported tier launched in late 2023 across 15 European countries, with over 1,000 brands participating. Holmes outlined content, brand affinity, and industry partnerships as key priorities for continued growth.
Disney+ is demonstrating that content diversification and hybrid monetization models can drive significant traction in competitive streaming markets like EMEA. The substantial ad revenue growth validates the ad-supported tier strategy, while local originals aim to deepen regional engagement. This approach pressures competitors to similarly tailor their content and monetization strategies to specific market nuances. Watch for Disney+'s next earnings reports to see if this EMEA growth trend, particularly from ad-supported subscribers and local content, translates into sustained global subscriber and revenue increases, and how competitor localized strategies adapt.
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